powerful portfolio & project management applications for sharepoint

SharePlanning©ApplicationsFor Microsoft SharePoint

Portfolio Management• Prioritize and

compose the project portfolio

• Allocate Resources at Tactical Level

• Define Portfolio Scenarios and Simulate Financial and Business Impacts

• Consolidate, monitor and report the portfolio

Project Management• Plan with Grid & Gantt

Charts

• Allocate Resources at Operational Level

• Execute the Projects

• Analyze and Report Progress and Status

Resource Management• Define Resource

Capacity and Competences

• Tactical and Operational Resource Booking on Daily, Weekly or Monthly Level

• Consolidate bookings per Resource, Resource Groups or All Resources

• Manage Resource Utilization and Bottlenecks

Integrated Business Intelligence

SharePlanning©Applications for SharePoint

What Differentiates the Applications?

100 % SharePoint Including Content Types and Site Columns and all the Powerful and Configurable Features in SharePointCompletely Configurable to Support almost any Business Requirements and Supported by a Rich User InterfaceUnique and Integrated Business Intelligence everywhere

Analysis and Reports are created within a split second and Supports any Management level from CEO to general Information WorkersPowerful Layout Manager saves an Unlimited number of User Interfaces, Layouts, Analysis and ReportsCompletely Integrated Portfolio and Project Management incl. Configurable Portfolio Consolidation and ReplicationsProject Planning as in Microsoft Project, but Easy to Use and with Integrated Business IntelligenceBI includes: Filtering, Sorting, Multi level Grouping, Multi Level Pivots, Calculated Fields, KPI’s and Graphical PresentMultiple Dashboards incl. Multiple Panels, Multiple Data Sources, and Layout Manager which Saved the Dashboards


Portfolio Management Process

Simulate Prioritize

and Compose the Portfolio to Align with

Strategy

Launch, Stop or

Postpone Projects

Monitor the Project

Portfolio

Analyze and Report any aspects of

the Portfolio


Prioritize, compose and monitor the

Portfolio

Simulate, analyze and report the Portfolio

Portfolio statistics

across periods

Multiple Portfolio

Dashboards

Tactical Portfolio Resource

Management

Document Manageme

nt

EscalatedRisks,

Milestones, Success

criteria's,Issues etc.

Business cases for all

projects

Portfolio-calendar,

which can be shared with

Outlook

Share©Portfolio for Portfolio ManagementUnique and Configurable User Interface

Supported by Advanced Business Intelligence

Click to open a

detailed Ribbon Menu


Portfolio Scenarios

Create portfolio scenarios and Assign Projects to Scenarios

Create Template based Projects from Portfolio ManagementCreate Individual Project Sites based on

Share©ProjectClassify Projects and Create Financial data

SharePlanning©Applications for SharePointCreate new Projec

t

Select a

Project Templat

e

Classify project

and create

financial data

Assign Project to Scenario

Create Portfolio and header , which may include any data

matching the business requirements.

When the Project is created a Template based project Site is also created.


ReportPresent data graphically, save Analysis, Layouts

and Reports

ExploreFilter, sort, group and pivot data

Simulate Portfolio ScenariosCost, Benefits, ROI and Strategic Alignment etc.


Activate Scenario Simulatio

n

Group by

Scenario

Filter to get the Pipeline Projects

Click to get

Project details

Select a Saved

Layout to get a

complete Analysis

Scenario SimulationSupported by Unique Business

IntelligenceAnd Grid Views

Click to Drill

Down to Project

Site

SharePlanning©Applications for SharePointPivot

Benefits and Cost data by

Scenario

Benefits/Cost Ratio

Scenario SimulationSupported by Unique Business Intelligence

Pivot View and Graphical Presentations

Activate Scenari

osCalculated field for the Deviation between

Benefits and Cost


ReportsPresent data graphically, save analysis and

layouts

ExploreFilter, sort, group, pivot and calculate

Monitor the Executing Project PortfolioProgress, Budget and Actual data, KPI’


Monitor, analyze and report the

active Project

Portfolio

Define calculated

Columns and KPI’s to get a Quick Visibly

Overview of the Portfolio

Open Form and Edit Project

Portfolio data.

Drill Down to Project Site for detailed Project

Information

Consolidate all possible Project data for the whole

Portfolio

Filter, sort and group

all dimensions

and numerical

data

Consolidate, Analyze and Report with Unique Business Intelligence

Save all analysis with the Layout Manager

SharePlanning©Applications for SharePointPivot the Project

Portfolio on Time and Portfolio

Status to get a Projected Cash

flow Baseline Cost divided by

Years, Quarters and

Months

Consolidate, Analyze and Report Supported by Unique Business Intelligence

Pivot View and GraphicsSave Analysis with the Layout Manager


Reporting supported by unlimited Dashboards

Present data graphically and Save Dashboardswith the Layout Manager

Analyze and ExploreFilter, sort, group, calculate and pivot any Data Source

Portfolio Management ReportingMultiple Dashboards and Information Panels


Multiple Dashboards and PanelsPresent the Portfolio and Status and support any Business

RequirementsLayout Manager handles an unlimited number of Dashboards

Dashboards Panels with Text, Pivot

Analysis and Graphics

Open, close and place panels and

design layouts as needed.

Configure Pivot panels and define advanced

Calculations as needed

Select Bars, Stacked Bars, X-Y, Pie diagrams etc. as Graph

Type

Select any Saved

Dashboard

Drill-Down to Project

Headers or directly to Site Projects, which constitute the

consolidate figures


Project Manageme

nt

Plan the Project with

Grid and Gantt Charts

Budget Hours and

Cost. Allocate

Resources

Execute the Project and Activities. Manage

Documentation

Analyze andReport

Progress and Status

With Business intelligence


Plan and Budget the Project and

Allocate Resources

Manage Project and Activities Execution

The Project Resources, Resource

requests and Bookings

Multiple Project

Dashboards

Analyze and Report

Progress

Risk Manageme

nt

Project Calendar

Project Announceme

nts

Portfolio Reporting

Click to open

detailed Ribbon Menu

Share©Projekt for Project ManagementUnique and Configurable User Interface

Planning as in Microsoft ProjectPowerful Business Intelligence


Interactive Grid View including

Work Breakdown Structure

(WBS)

Click to Create and Document

Activities Dynamic Timeline

Interaktivt Ganttkort med

Bars, Milepæle , Færdiggørelses%,

Allokerede ressourcer etc.

Click to open detailed Activity Form

Activity and Cost Rate

based Budgetting

Registration of actual Hours

and Cost.

Click to Allocate and

Request Resources

Drag, Drop and Resize Activities

Request Resources

Resources including Main and Detailed

Skills

Share©Plan for Project ManagementPlan and Execute as in Microsoft Project, but very Easy to Use

Configurable and InteractiveActivities and Tasks can be Shared With the Office Package

and Outlook

Allocate Resources to the Activity

Click to open

detailed Ribbon Menu Document

the Activity or Task


Activities/Tasks Behind

Schedule

KPI’s for Cost, Hours

and Schedule

Filter Activities/Tasks

Total Summaries for Hours and Cost

Project Progress and StatusAnalyze Project Activities with Business Intelligence

Drill-Down to Activities

Drill-Down to Activities/Tas

ks


Pivot budget and Actual Cost

divided by Project Status

Project Execution and ProgressPivot Project Activities and Analyze budget or any other

data with Advanced Business IntelligenceDrill-Down to Project Activities

Drill-down to Project

Activities from Pivoted

Cells

Tactical and Operational Resource Bookling in Gantt Chart

Book hours on Projects or TasksBook on a Daily, Weekly or Monthly Basis

Consolidate Bookings Vertically and Horizontally


Project and Activity for

Booking

Consolidated Bookings for Jens Munk

Find bookings for My Resources, My

Projects and Ressource Requests

Select Time Period

Consolidated Bookings for

System Designers

Book Hours directly in the

Cells